# Probitas Planning & Wealth

- **Website:** <https://probitasplanning.com>
- **Primary alias:** `probitasplanning.com`

## Description

Probitas Planning & Wealth is an independent financial advisory firm serving clients from offices in Liberty Township, Ohio, and Nampa, Idaho. The firm provides personalized financial planning and wealth management, placing clients’ goals and priorities at the center of its recommendations. Its fiduciary approach is built around clear communication, collaboration, and coordinated advice rather than one-size-fits-all solutions.

Services include retirement income planning, investment management, tax planning, estate and legacy planning, healthcare planning, and insurance and annuity solutions. Probitas helps clients consider how retirement accounts, Social Security, and pensions can support income needs, while aligning investment decisions with individual circumstances and tolerance for volatility. Its planning also addresses tax efficiency, Medicare and healthcare costs, potential extended care needs, and coordination of financial matters with clients’ estate intentions. Insurance and annuity options are assessed according to the need they may serve, their costs, and their fit within the broader plan.

The firm’s process begins with discovery, develops an intentional strategy around clients’ priorities, and continues through regular reviews as life changes.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/profile.php?id=61592873330680)
- [linkedin](https://linkedin.com/company/probitas-planning-wealth)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idPM0b0ceY/w/227/h/73/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792163305819)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idPM0b0ceY/w/200/h/200/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792163306039)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Sundance | #c8a659 | accent |
| Woodsmoke | #0c0d0e | dark |
| White | #ffffff | light |

## Fonts

- Jost — asset _(google)_
- -apple-system — asset _(system)_

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_Source: <https://brandfetch.com/probitasplanning.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._